General Store - Receiving Inventory

General Store > Inventory > Open Receives

*Please note: You must have your Vendors set-up and Items set-up before you can create any Open Receives. Please refer to Vendor Set-Up to set up your Vendors first. Check out the Item Set-Up to set up your items.

Once you have your Vendors set up and deliveries start to come in, you will want to track them as they come. When you're ready to enter delivered merchandise, click on the Open Receives bubble. 

Below, you will see the Receive screen. This area will list any Open Receives you have and you can also create any new receive orders for merchandise that was delivered.

  • Orange Box: click Create to add a newly received delivery.
  • Red Box: click the Pencil to continue editing an existing delivery.

Once you click Create, you will enter information about the delivery:

  • Orange Box: Select the Vendor who delivered the merchandise
  • Green Box: Enter the invoice number
  • Blue Box: Select the date of the invoice number
  • Purple Box: Leave the status as Open
  • Red Box: Enter the Shipping Cost
  • Black Box: Add any Notes that need to be added 
  • Yellow Box: Select the Location that you are receiving the merchandise at
  • Light Blue Box: Click Create and Add Lines when you are satisfied with what you inputted.

Next, you're going to enter the products that were delivered to you. The business line, category and items are all based on what you entered in your general store. This screen may look identical to the Edit Inventory screen when you are taking inventory.

  • Orange Box: Select the Business Line
  • Black Box: Select the Category
  • Red Box: Choose between individual and case items
  • Green Box: Select the quantity 
  • Purple Box: Choose the item that was delivered

  • Purple Box: In the left-hand screen, you will see a summary of the delivery that includes item name, quantity, cost of the item and shipping costs.
  • Green Box: To edit or delete an item click the item name or quantity.
  • Continue adding items (optional)

  • Edit the number of Units
  • Black Box: Delete the item (if needed)
  • Orange Box: Click Apply Changes

When you're all set, click Edit Receive 

  • Orange Box: Change the status to Receive Posted to complete the delivery.
  • Black Box: Apply Changes

Click the arrow to return to the general page.

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